Product Updates
Product feature: Estate Documents get a makeover
Trustworthy
Estate document details experiences have been revamped for easier input and access of your information. This category sports a new experience for taking next steps and quickly finding the right task. Additionally, accessing information you've recently entered is now more organized within Estate Documents.
Quick Actions: Each tile now displays the next most important action to take.
Efficiency: Built to help you efficiently enter the information you have close by and set reminders for things that you'd like to circle back to.
Get Started with your estate documents in the app.